How to update or change your banking information for your ePayPolicy account
To update your banking information for your ePayPolicy account, a user with ‘Manage account and users’ permission must call the Support team at 844-372-9300 during business hours (Mon-Fri, 8AM-5PM CST), select Option 2, and complete a verification process to securely authorize the change.
This article outlines the process for changing the banking information associated with your ePayPolicy account.
For security and accuracy, all banking information updates are handled directly by our Support team.
Keep in Mind
For some accounts, the person requesting the change must be a user with ‘Manage account and users’ permission in the ePayPolicy dashboard.
Step-by-Step Guide to Update Your Banking Information
- 1.Prepare Necessary Information: Before calling, ensure you have your new banking details readily available.
- 2.Contact Support: Call the ePayPolicy Support team directly at 844-372-9300.
- 3.Select Support Option: When prompted, choose Option 2 for Support. Operating Hours: Monday through Friday, from 8:00 AM to 5:00 PM CST.
- 4.Verification: The Support team will guide you through the necessary verification steps to confirm your identity and authorization before processing the update. This phone-based process is in place to protect your financial information and prevent unauthorized changes.
Contact Us
If you still have questions or prefer to get help directly from an agent, our team can be reached during normal business hours, Monday through Friday 8AM-5PM CST, via the "Let's Chat" feature on the bottom right corner of our website.
If you would prefer to speak to someone via a phone call, during normal business hours, contact our Customer Support team at 844-372-9300.
Related
Terms and Conditions - ePayPolicy
The ePayPolicy Terms of Service, effective June 3, 2026, establish a binding contract between ePayPolicy and its Customers for use of its integrated payment platform and services, include mandatory individual arbitration for disputes waiving class actions and jury trials, incorporate the Privacy and Acceptable Use Policies, and outline that additional services or promotional offers may be subject to separate terms requiring further agreement.
Activating your account
After submitting your application and required documents, your account will be activated within 72 hours or up to 5-7 business days if additional information is needed, with activation instructions sent via email, and support available through phone, chat, or online requests during business hours.
How Hummel Group Became the First ePayPolicy – AMS360 Integration - ePayPolicy
Hummel Group, a regional insurance agency specializing in commercial and personal lines, became the first independent agency to integrate ePayPolicy's electronic payment solution with Vertafore's AMS360 system in July 2019, aiming to streamline receivables collection and offer secure, cost-effective electronic payment options, reflecting their decade-long commitment to InsurTech innovation.
Activating your account
After submitting your application and required documents, your account will be activated within 72 hours or up to 5-7 business days if additional information is needed, after which you will receive an activation email with instructions, and if you do not receive it, you should check your junk mail, reset your password via the provided link, or contact support through phone, chat, or request submission during business hours for assistance.
How to Reverse a Payment
Only the recipient of funds can reverse a payment through the ePay Dashboard by voiding it before 8 PM EST to avoid fees or issuing a refund (full, net, or partial) after processing, with transaction fees being non-refundable and the payer or agency responsible for those costs.
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